Head of Multi-Asset
The Fund aims to provide income monthly with the prospect for long-term capital growth (at least 5 years) through the use of dividends, interest payments and rental income from these assets.
Property - 0-20%
Equities - 25-55%
Government and Corporate Bonds - 30-70%
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
The increased flexibility for taking income at retirement has prompted more people to consider new opportunities, and this Fund aims to provide investors with both a regular monthly income and the prospect of long-term capital growth. There is potential for a quarterly uplift in income if feasible. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years.
The Fund is invested across a broad range of asset classes - including equities, bonds, as well as property - and in a wide range of geographic regions, sectors and companies. This level of diversification allows the portfolio manager to spread risk and increase the reach of investment opportunities.
The portfolio manager considers investment in individual securities which in their opinion have a robust business model, a strong balance sheet and market share and the ability to provide stable and/or growing level of distribution.
This fund is available as part of the Core Range within Canada Life’s Retirement Account solution. For more information on this visit here.
The value of investments may fall as well as rise and investors may not get back the amount invested
The fund may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.
To compare a Canada Life Asset Management fund with any other in our range, please click 'add holding' and type the name of the desired funds.
To mark the fourth anniversary of pension freedoms on April 6th, we consider how investing at income drawdown is evolving today given Brexit and other growing uncertainties affecting the markets.
These are tough times for investors who rely on regular investment income to help pay the bills. With gilt yields at unusually low levels and UK dividends being slashed, many investors will see a significant drop in how much they receive from their investments.
Technology stocks have become the growth engine of investment, and are also providing new safe havens for hard times. Having the ability to invest skilfully in tech is now a must-have for multi-asset funds.